Filed March 8, 2019
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
LWM ADVISORY SERVICES2 years Service code 27 · EIN 47-1045931 | Advisory (Plan) | $11,896 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,158 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,190 | $52,406-55.7% | $129,207-82.1% | $74,495-68.9% |
| Participation rate | 92.8% | 53.8%+39.0pp | 69.6%+23.2pp | 67.2%+25.6pp |
| Annual return | 14.37% | 15.66%-1.3pp | 9417.33%-9403.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,776 | $1,531+16.0% | $4,153-57.2% | $2,623-32.3% |
| Participant deferral / active EE | $3,870 | $2,794+38.5% | $4,168-7.1% | $4,346-10.9% |
| Admin fee / account holder | $85 | $2,633-96.8% | $7,715-98.9% | $1,942-95.6% |